Trusted ISV Partner
Vertex has been a trusted ISV Partner for over 7 years. Salesforce values Vertex solutions that have been developed in line with Salesforce standards.
Salesforce
Automate tax compliance and scale globally with trusted integrations across Revenue Cloud, CPQ, Billing, and more.
Simplifying Tax for Salesforce
Vertex and Salesforce help businesses accelerate digital transformation with automated tax solutions. Vertex’s scalable integrations reduce risk, enhance compliance, and improve quote-to-cash processes—all while aligning with Salesforce’s rigorous standards. Together, we simplify tax across all regions, business models, and industries.
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Exploring Tax Excellence with Salesforce
Salesforce selected Vertex
Salesforce chose Vertex as its trusted tax vendor and expert. The O Series global tax engine supports multiple Salesforce solutions (Sales Cloud, Revenue Cloud, CPQ, Billing, Commerce Cloud), ensuring consistent tax determination across regions and business models.
Vertex is built for Salesforce
Vertex integrations are built to meet Salesforce standards and guidelines. Vertex can be plugged into Salesforce where needed and expanded as the business evolves.
Vertex makes it easy
Revenue-based pricing (not tied to transaction volume) makes it easy to add Vertex solutions and plan budgets.
Vertex supports the end-to-end process
Vertex solutions automate the tax process -- from calculation, exemption management, and invoicing, to periodic reporting, e-invoicing, and audit.
We support industry-specific tax needs
Fortune 5100 companies in retail, manufacturing, finance, tech, wholesale, comms, and oil & gas rely on Vertex embedded in Salesforce—automating tax logic in real time for global compliance across sales, billing, checkout, and ERP workflows.
Retail: 63% of the Fortune 500
Manufacturing: 91% of the Fortune 100
Communications: 90% of the Fortune 500
Technology: 78% of the Fortune 1000
Unparalleled tax content
At the core of every Vertex solution is deep tax content for a wide range of industries and sub-industries. It’s built to help users meet the tax requirements of compliant invoicing, checkout, billing, procurement, returns, and reporting.
Removing Barriers for e-Commerce Growth
“There is nothing more important than having a solution you can trust. Vertex is one part of my tech stack that I don’t have to worry or think about. I can just set it and forget it and know that it’s working correctly.”
-Matt Ezyk
Director of eCommerce, Pet Supermarket
Automated Tax for the Salesforce Ecosystem
Vertex for Salesforce Billing
The Vertex O Series tax engine automates global tax determination in your billing platform. The O Series integration to Salesforce helps you improve accuracy and maintain continuous compliance without disrupting existing workflows.
- Tax Type
- Consumer Use Tax
- Goods & Services Tax
- Sales & Use Tax
- Value Added Tax
- Related Resources
- View Data Sheet
Vertex for Salesforce Commerce Cloud
The Vertex O Series integration with Salesforce Commerce Cloud enables more accurate sales, use, and value added tax on every online B2C and B2B transaction. The solution improves accuracy and helps maintain continuous compliance without disrupting existing workflows.
- Tax Type
- Consumer Use Tax
- Goods & Services Tax
- Sales & Use Tax
- Value Added Tax
- Related Resources
- View Data Sheet
- Watch Video
Vertex for Salesforce Order Management
Integrating Vertex with Salesforce Order Management improves tax accuracy and order tracking from cart to checkout, ensuring proper tax calculations when items are added, removed, or cancelled. The solution improves accuracy and helps maintain continuous compliance without disrupting existing workflows.
- Tax Type
- Consumer Use Tax
- Goods & Services Tax
- Sales & Use Tax
- Value Added Tax
- Related Resources
- View Infographic
Vertex for Salesforce CPQ
The Vertex O Series integration for Salesforce CPQ automates and standardizes taxability and calculation on every product in every jurisdiction. The solution improves accuracy and helps maintain continuous compliance without disrupting existing workflows.
- Tax Type
- Consumer Use Tax
- Goods & Services Tax
- Sales & Use Tax
- Value Added Tax
- Related Resources
- View Data Sheet
- Watch Video
Vertex for Salesforce Sales Cloud (CRM)
Automate and standardize taxability and sales, use, and value add tax calculation across all products and jurisdictions with the Vertex O Series integration for Salesforce CRM. The solution improves accuracy and helps maintain continuous compliance without disrupting existing workflows.
- Tax Type
- Consumer Use Tax
- Goods & Services Tax
- Sales & Use Tax
- Value Added Tax
Vertex for Salesforce Revenue Cloud
The Vertex O Series global tax engine integrates with Salesforce Revenue Cloud (RLM) and automates tax for 20,000+ jurisdictions, simplifies compliance, and offers insights to manage tax and commerce with precision.
- Tax Type
- Consumer Use Tax
- Goods & Services Tax
- Sales & Use Tax
- Value Added Tax